Professional Solutions Expert - No Experience Needed and Training Provided
Location: Bryanston/Westville
Type: Permanent, Full Time
Published: 4 hours ago
Salary: Market Related
EE/AA, Non EE/AA
Benefits of being a Professional Advisor:
- High demand for financial planning services due to a growing middle class.
- Opportunities for specialization in areas such as retirement, estate, or tax planning.
- Access to diverse investment options in South Africa's well-developed financial sector.
- Potential for a lucrative career as experience and client base grow.
- Fulfilling work that helps clients achieve their financial goals.
Duties & Responsibilities
- Work directly with clients to understand their financial goals and create customized plans.
- Educate clients on personal finance, explaining complex concepts simply.
- Create and monitor personalized financial plans, adjusting as necessary.
- Recommend financial solutions based on clients' goals.
- Maintain client confidentiality and trust.
- Build long-term relationships with clients.
- Address client complaints and provide solutions.
- Stay updated on financial products and regulations.
- Market services to attract new clients.
Minimum Requirements:
- Diploma/Degree of Higher Qualification (Advantageous)
- Clear Credit and Criminal check
- Valid Driver's License
- Own Reliable Car
- Own Laptop
- Strong Networking and Social Skills
- Professional Attire and Presentation Skills
- Strong Business Acumen and Organizational Skills
- Integrity and Honesty
- Strong Emotional Intelligence
Package & Remuneration
Market Related - Discussed at First Interview Presentation
Our Value Proposition:
- Welcoming individuals without prior industry experience.
- Opportunity for multiple income streams from client services.
- Ongoing training and mentorship with access to product specialists.
- Entrepreneurial environment with competitive commission structures.
- Supportive boutique environment to thrive and grow your business.
Professional Solutions Expert - No Experience Needed and Training Provided!! Market Related employer: EQ-FIN Bryanston
At Liberty Life, we pride ourselves on being an exceptional employer, offering a dynamic and entrepreneurial environment for Wealth Planners in Bryanston/Westville. Our commitment to ongoing training, mentorship, and professional support ensures that you can build your skills and expertise while enjoying multiple income streams and a beautifully designed workspace. Join us to make a meaningful impact in clients' lives while thriving in a culture that values integrity, innovation, and personal growth.
